The Financial Edge End of Year Roundtable December 11 th, 2012
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1 The Financial Edge End of Year Roundtable December 11 th, 2012 ACCOUNTS PAYABLE The audio for this webinar will be broadcast through your computer. Once you join the presentation, a small audio broadcast box will appear on your screen and you will hear the host through your computer speakers. To join an Audio broadcast in WebEx, click on the Communicate menu in your WebEx screen and select Join Audio Broadcast. If you are having problems connecting with the audio broadcast server you can still join using the teleconference. To join the teleconference follow the steps below: 1.Leave the audio broadcast by clicking on Communicate > Leave Audio Broadcast. 2.Get the teleconference number, click on Communicate > Join Teleconference. If you are unable to listen to the audio through your computer and wish to dial into the conference line, please use the information below: Teleconference information: Call-in toll-free number: (US) Call-in number: (US) Conference Code: /11/2012 Footer 1
2 OVERVIEW System security Print 1099 forms Create a 1099-MISC Magnetic Media File Using Query as a reporting tool Verify 1099 amounts 1099 adjustments Frequently asked questions Facilitate next year s 1099 processing 12/11/2012 Blackbaud Confidential 3
3 SYSTEM SECURITY Mail is missing 1099 forms missing in mail Vendor Tax ID field is grayed out 12/11/2012 Blackbaud Confidential 4
4 QUESTIONS ABOUT SYSTEM SECURITY AND ACCESSING 1099 FORMS? 12/11/2012 Blackbaud Confidential 5
5 VERIFY 1099 AMOUNTS 1099 Activity Report displays vendors with 1099 amounts 12/11/2012 Blackbaud Confidential 6
6 VERIFY 1099 AMOUNTS Setting up a 1099 vendor includes defining the 1099 distribution 12/11/2012 Blackbaud Confidential 7
7 VERIFY 1099 AMOUNTS Invoice query listing all invoices entered in 2012 with a 1099 distribution BB How to query on invoices with 1099 distribution 12/11/2012 Blackbaud Confidential 8
8 VERIFY 1099 AMOUNTS Invoice query listing all invoices not included in 1099 activity for 1099 vendors BB How to find invoices not included as 1099 activity on 1099 vendors 12/11/2012 Blackbaud Confidential 9
9 VERIFY 1099 AMOUNTS Vendor query listing all 1099 vendors paid in excess of $600 in 2010 BB How to query 1099 vendors paid in excess of box minimums 12/11/2012 Blackbaud Confidential 10
10 QUESTIONS ABOUT THE 1099 ACTIVITY REPORT OR VERIFYING 1099 AMOUNTS USING QUERY 12/11/2012 Blackbaud Confidential 11
11 1099 ADJUSTMENTS 12/11/2012 Blackbaud Confidential 12
12 1099 ADJUSTMENTS DECREASING BOX 18 12/11/2012 Blackbaud Confidential 13
13 1099 ADJUSTMENTS INCREASING BOX 18 12/11/2012 Blackbaud Confidential 14
14 1099 ADJUSTMENTS CHECKING ADJUSTMENTS 12/11/2012 Blackbaud Confidential 15
15 QUESTIONS ABOUT 1099 ADJUSTMENTS OR ADJUSTING BOX 18 12/11/2012 Blackbaud Confidential 16
16 1099 ADJUSTMENTS WIZARD 1099 Wizard 12/11/2012 Blackbaud Confidential 17
17 QUESTIONS ABOUT THE 1099 WIZARD? 12/11/2012 Blackbaud Confidential 18
18 PRINT 1099 FORMS 12/11/2012 Blackbaud Confidential 19
19 CREATE A 1099-MISC MAGNETIC MEDIA FILE 12/11/2012 Blackbaud Confidential 20
20 QUESTIONS ABOUT PRINTING 1099S OR CREATING THE MAGNETIC MEDIA FILE? 12/11/2012 Blackbaud Confidential 21
21 FREQUENTLY ASKED QUESTIONS Vendor address not printing on forms 12/11/2012 Blackbaud Confidential 22
22 FREQUENTLY ASKED QUESTIONS Form printing out of alignment 12/11/2012 Blackbaud Confidential 23
23 FACILITATE NEXT YEAR S 1099 PROCESSING Vendor Profile Report shows the 1099 distribution Review guidelines on the website of your state accounting office 12/11/2012 Blackbaud Confidential 24
24 FACILITATE NEXT YEAR S 1099 PROCESSING Proactive System Setup Incorrect System Setup Accurate end of year processing 12/11/2012 Blackbaud Confidential 25
25 QUESTIONS ABOUT ADDRESSES, ALIGNMENT, OR VENDOR SETUP? 12/11/2012 Blackbaud Confidential 26
26 12/11/2012 Blackbaud Confidential 27
27 HELPFUL LINKS 1099 Wizard, an interactive wizard which takes you step-by-step through the process of making adjustments and correcting information. The Financial Edge blog for insight about the end-of-year process from Blackbaud employees. The Financial Edge End-of-Year Guide (PDF) for more information about the end-of-year process. Knowledgebase which has new features so you can quickly find answers to questions and troubleshoot software issues. Forums to discuss best practices with your peers and review Client Documents they've shared. Blackbaud Forms to order 1099 and other tax forms. 12/11/2012 Blackbaud Confidential 28
28 APPENDIX BB How to run a report on 1099 vendor activity BB How to query on invoices with 1099 distribution BB2754- How to find invoices not included as 1099 activity on 1099 vendors BB How to query 1099 vendors paid in excess of box minimums BB What is personal information in security BB forms are missing in mail BB How to adjust 1099 amounts (Includes Wizard) BB How to adjust box 18 and 1099 state income amounts BB How to set up 1099 information to default on invoices 12/11/2012 Blackbaud Confidential 29
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